PEQSX vs. ACIIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and American Century Equity Income Fund Class I (ACIIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
PEQSX vs. ACIIX - Performance Comparison
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PEQSX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 0.81% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, PEQSX has outperformed ACIIX with an annualized return of 13.46%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
PEQSX
- 1D
- 2.09%
- 1M
- -4.21%
- YTD
- 0.81%
- 6M
- 6.51%
- 1Y
- 18.74%
- 3Y*
- 18.04%
- 5Y*
- 13.05%
- 10Y*
- 13.46%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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PEQSX vs. ACIIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
PEQSX vs. ACIIX — Risk / Return Rank
PEQSX
ACIIX
PEQSX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and American Century Equity Income Fund Class I (ACIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PEQSX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.95 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.37 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.29 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.48 | 5.04 | +2.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEQSX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.95 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.71 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.53 | +0.28 |
Correlation
The correlation between PEQSX and ACIIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PEQSX vs. ACIIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.30% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
PEQSX vs. ACIIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for PEQSX and ACIIX.
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Drawdown Indicators
| PEQSX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -39.16% | +3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.96% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -13.49% | -1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -32.76% | -3.28% |
Current DrawdownCurrent decline from peak | -5.24% | -4.86% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -5.26% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.32% | +0.32% |
Volatility
PEQSX vs. ACIIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.01% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.12% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 11.62% | +3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 10.74% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 13.37% | +3.63% |